IFP Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15K | Buy |
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|
2025
Q1 | $4.79K | Sell |
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|
2024
Q4 | $5.86K | Buy |
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|
2024
Q3 | $6.4K | Hold |
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|
2024
Q2 | $6.14K | Hold |
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|
2024
Q1 | $7.04K | Hold |
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|
2023
Q4 | $6.79K | Hold |
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|
2023
Q3 | $5.89K | Hold |
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|
2023
Q2 | $6.23K | Hold |
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|
2023
Q1 | $6.56K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $6K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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